Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paul Beaulieu is a financial advisor with over 30 years of experience in the industry. Steven is currently registered with Janus Henderson Distributors US LLC and has a Series 7, Series 6, and Series 63 license. Steven has previously worked with Sentinel Financial Services Company and First Investors Corporation. Steven holds licenses in several states including Colorado, Florida, Maine, Massachusetts, New Hampshire, New York, Pennsylvania, Vermont, and Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CO
02/06/2015 - Present
Janus Henderson Distributors US LLC (DENVER CO)
VT
06/28/1993 - 02/17/2015
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
NJ
06/23/1988 - 11/16/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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